Before the Workshop

If you just received an invitation for our Financial Wellness Program, then you only have a few things to do.

Register

Be sure to respond to the invitation and register for the event. You will be asked your name, email address, telephone number, and your level of experience. That’s it. We won’t ask for any other personal information during registration.

Check Your Email

You will receive a confirmation after you register that will include a link you will need to click on to participate in the event. Also, there is a link in the email to automatically save the date on your calendar in Outlook. If you don’t receive it within a few moments after registering, check your spam filter for an email from Gotowebinar.com. We will resend it to you one day before and one hour before the event.

Do Your Homework

Homework. We aren’t going to ask you to do much, but we highly encourage you to spend just a few minutes thinking about your goals. What are your financial goals? The worksheet below will help.